LPL Financial
DSL

LPL Financial’s DoubleLine Income Solutions Fund DSL Stock Holding History

LPL Financial’s Portfolio DSL Stock Details DSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.25M Buy
576,916
+6,519
+1% +$73.3K ﹤0.01% 2426
2025
Q4 		$6.43M Sell
570,397
-43,373
-7% -$501K ﹤0.01% 2321
2025
Q3 		$7.54M Buy
613,770
+50,217
+9% +$616K ﹤0.01% 2135
2025
Q2 		$6.9M Buy
563,553
+34,817
+7% +$419K ﹤0.01% 2041
2025
Q1 		$6.67M Buy
528,736
+15,892
+3% +$201K ﹤0.01% 1908
2024
Q4 		$6.45M Sell
512,844
-73,160
-12% -$930K ﹤0.01% 1864
2024
Q3 		$7.61M Buy
586,004
+33,210
+6% +$424K ﹤0.01% 1674
2024
Q2 		$6.92M Buy
552,794
+598
+0.1% +$7.44K ﹤0.01% 1621
2024
Q1 		$7.01M Buy
552,196
+70,398
+15% +$884K ﹤0.01% 1558
2023
Q4 		$5.9M Sell
481,798
-24,700
-5% -$284K ﹤0.01% 1574
2023
Q3 		$5.94M Buy
506,498
+27,873
+6% +$334K ﹤0.01% 1498
2023
Q2 		$5.7M Sell
478,625
-13,916
-3% -$162K ﹤0.01% 1490
2023
Q1 		$5.6M Buy
492,541
+8,488
+2% +$101K ﹤0.01% 1434
2022
Q4 		$5.37M Sell
484,053
-46,000
-9% -$522K ﹤0.01% 1406
2022
Q3 		$5.72M Sell
530,053
-6,956
-1% -$85.4K 0.01% 1293
2022
Q2 		$6.51M Buy
537,009
+5,755
+1% +$76K 0.01% 1222
2022
Q1 		$7.71M Sell
531,254
-12,858
-2% -$194K 0.01% 1146
2021
Q4 		$8.77M Buy
544,112
+24,646
+5% +$422K 0.01% 1097
2021
Q3 		$9.23M Buy
519,466
+49,092
+10% +$879K 0.01% 1009
2021
Q2 		$8.51M Buy
470,374
+29,793
+7% +$540K 0.01% 1001
2021
Q1 		$8M Buy
440,581
+7,372
+2% +$128K 0.01% 946
2020
Q4 		$7.18M Sell
433,209
-6,342
-1% -$103K 0.01% 911
2020
Q3 		$7.04M Buy
439,551
+51,296
+13% +$821K 0.01% 785
2020
Q2 		$5.97M Buy
388,255
+20,430
+6% +$283K 0.01% 791
2020
Q1 		$4.91M Buy
367,825
+38,216
+12% +$702K 0.01% 760
2019
Q4 		$6.51M Buy
329,609
+116,540
+55% +$2.31M 0.01% 734
2019
Q3 		$4.24M Buy
213,069
+33,070
+18% +$661K 0.01% 865
2019
Q2 		$3.6M Buy
179,999
+10,282
+6% +$207K 0.01% 933
2019
Q1 		$3.38M Buy
169,717
+33,240
+24% +$644K 0.01% 924
2018
Q4 		$2.37M Buy
136,477
+30,551
+29% +$568K 0.01% 995
2018
Q3 		$2.14M Buy
105,926
+3,707
+4% +$75K 0.01% 1142
2018
Q2 		$2.04M Buy
102,219
+7,835
+8% +$158K 0.01% 1122
2018
Q1 		$1.9M Buy
94,384
+30,784
+48% +$619K 0.01% 1146
2017
Q4 		$1.28M Buy
63,600
+6,882
+12% +$142K ﹤0.01% 1353
2017
Q3 		$1.21M Sell
56,718
-25,555
-31% -$534K ﹤0.01% 1306
2017
Q2 		$1.7M Sell
82,273
-598,780
-88% -$12.3M 0.01% 1038
2017
Q1 		$13.7M Buy
681,053
+68,834
+11% +$1.36M 0.09% 181
2016
Q4 		$11.7M Buy
612,219
+99,979
+20% +$1.86M 0.09% 193
2016
Q3 		$9.7M Sell
512,240
-43
-0% -$818 0.09% 191
2016
Q2 		$9.59M Sell
512,283
-354,979
-41% -$6.33M 0.08% 199
2016
Q1 		$14.7M Sell
867,262
-295,480
-25% -$4.71M 0.04% 339
2015
Q4 		$19.3M Buy
1,162,742
+631,459
+119% +$10.8M 0.05% 285
2015
Q3 		$9.28M Sell
531,283
-170,746
-24% -$3.21M 0.05% 307
2015
Q2 		$13.9M Buy
702,029
+120,503
+21% +$2.44M 0.07% 245
2015
Q1 		$11.6M Buy
581,526
+216,446
+59% +$4.32M 0.06% 274
2014
Q4 		$7.26M Buy
365,080
+41,604
+13% +$867K 0.04% 360
2014
Q3 		$7.04M Buy
323,476
+35,507
+12% +$770K 0.04% 352
2014
Q2 		$6.47M Buy
287,969
+46,937
+19% +$1.04M 0.04% 380
2014
Q1 		$5.12M Buy
241,032
+24,757
+11% +$524K 0.03% 436
2013
Q4 		$4.56M Buy
216,275
+51,231
+31% +$1.06M 0.03% 473
2013
Q3 		$3.42M Buy
+165,044
New +$3.54M 0.02% 540

Other funds holding DSL

MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial's DSL Position: Q1 2026 in Review

LPL Financial increased its DoubleLine Income Solutions Fund (DSL) stake by 1.1% in Q1 2026, buying an estimated $73.3K and bringing the position to 576,916 shares worth $6.25M. The position accounts for ﹤0.01% of the portfolio, ranked #2426.

LPL Financial first reported a position in DSL in Q3 2013 and has held it in 51 quarters since. The position peaked at $19.3M in Q4 2015. 175 funds tracked by Wall St. Rank hold DSL as of Q1 2026.

  • LPL Financial held 576,916 shares of DoubleLine Income Solutions Fund worth $6.25M as of Q1 2026.
  • LPL Financial bought 6,519 DoubleLine Income Solutions Fund shares in Q1 2026, an estimated $73.3K.
  • DoubleLine Income Solutions Fund made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2426 holding.
  • LPL Financial first reported a position in DoubleLine Income Solutions Fund in Q3 2013 and has held it in 51 quarters since.
  • LPL Financial's DoubleLine Income Solutions Fund position peaked at $19.3M in Q4 2015.
  • 175 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.